See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,606 | $104,251+33.0% | $91,001+52.3% | $147,584-6.1% |
| Participation rate | 94.4% | 78.2%+16.2pp | 75.6%+18.8pp | 82.8%+11.6pp |
| Annual return | 13.37% | 27.06%-13.7pp | 4.60%+8.8pp | 578.55%-565.2pp |
| Employer contribution / active EE | $1,769 | $3,116-43.2% | $2,456-27.9% | $4,876-63.7% |
| Participant deferral / active EE | $3,025 | $4,195-27.9% | $3,547-14.7% | $5,439-44.4% |
| Admin fee / account holder | $2,044 | $8,948-77.2% | $5,417-62.3% | $10,885-81.2% |